When you want to show the data in one view representing records taken from 2 folders, follow this guide.
For example, there are 2 folders: Companies and Contacts.
- Contacts folder has email addresses of the contacts linked to the folder Companies.
- Let's say you want to send an email to all the people that belong to the companies that are in the Status>Partner and that hold position of CTO. It means that the Company record has a field STATUS with the value Partner. The Contact record has a filed Title having the value CTO.
People (Contact) record
3. I go to the folder COMPANIES and create a view: Filter by STATUS>is>Partner. Save this view.
4. I go to the folder CONTACTS and create a view: Filter by: COMPANY>by view>Partner
This way I can now choose all the CTOs of the Partner companies and send them an email campaign.
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